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business1d ago
China's Rare Earth Leverage Explained in 3 Shocking Charts | OilPrice.com
- China currently holds a dominant position in rare earth materials, creating high price premiums outside China.
- The three charts show NdPr as the magnet base, heavy rare earths’ price surge, and Terbium’s scarcity.
- A 2027 defense deadline pressures a China-free supply chain for rare earths in U.S. programs.
- REalloys and SRC partner to build North America’s first integrated rare earth processing and magnet supply chain.
- Phase 1 and Phase 2 outputs for NdPr, dysprosium, terbium, and magnets are planned to scale in North America.
- The article links rare earth chokepoints to broader strategic and defense concerns for the West.
- Analysts warn that even with early action, timeframes to diversify supply chains are long.
- Outside China, premiums reflect the lack of elasticity in the rare earth market.
- North American supply ambitions are backed by government funding and partnerships.
- OilPrice frames the rare earth story as part of a larger global supply-chain risk narrative.
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